Corvex Management LP
Top Portfolio Positions
22 positions ·
$2,510,873,113 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| ILMN |
Illumina, Inc.
Healthcare
|
3,829,608 | $472,037,482 | 18.80% | |
| SWX |
Southwest Gas Holdings, Inc.
Utilities
|
4,318,161 | $375,248,190 | 14.94% | |
| DIS |
Walt Disney Co
Communication Services
|
2,160,581 | $208,236,796 | 8.29% | |
| WGS |
GeneDx Holdings Corp.
Healthcare
|
3,228,149 | $207,311,728 | 8.26% | |
| MGM |
MGM Resorts International
Consumer Cyclical
|
5,347,978 | $197,928,665 | 7.88% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
882,732 | $183,846,593 | 7.32% | |
| VSTS |
Vestis Corp
Industrials
|
19,813,963 | $155,737,749 | 6.20% | |
| IAC |
IAC Inc.
Communication Services
|
3,355,075 | $134,303,652 | 5.35% | |
| UNP |
Union Pacific Corp
Industrials
|
484,330 | $117,508,144 | 4.68% | |
| QSR |
Restaurant Brands International Inc.
Consumer Cyclical
|
1,578,254 | $116,632,970 | 4.65% |
Portfolio Trend
24 quarters · across all stocks
Holdings in SWX
Shares Held
Position Value (USD)
16 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $375,248,190 | 4,318,161 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $402,545,091 | 5,030,556 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $394,093,757 | 5,030,556 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $374,223,060 | 5,030,556 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $342,421,236 | 4,769,098 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $337,222,919 | 4,769,098 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $351,768,668 | 4,769,098 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $335,649,117 | 4,769,098 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $363,071,430 | 4,769,098 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $302,122,358 | 4,769,098 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $207,268,099 | 3,431,023 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $131,123,582 | 2,060,072 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $57,003,673 | 912,789 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $2,337,207 | 37,770 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $16,329,800 | 234,119 | Shares | Sole | 2022-11-14 | |
| 2022-03-31 | $5,480,300 | 70,000 | Shares | Sole | 2022-05-16 | |
| No 13F history on record for this holder in this stock. | ||||||